- Getting Started
- Structured Planning
- Structured Planning Configuration Tasks
- Using Planning Control Panel
- Understanding Template Input and View Modes
- Working with Data Discrepancies in Templates
- Explanation of Line Types in Templates
- Understanding Workflow Actions
- Using Dynamic Commentary in Planning Templates
- Working with Reports in Structured Planning
- Working with Snapshots in Planning Control Panel
- How-Tos
- Workforce Planning
- Initiative Planning
- Capital Planning
- MyPlan Guides
- MyPlan User Guide
- Accessing MyPlan
- Dissecting the MyPlan Interface
- Retained In-Memory Actions
- How Actions Are Calculated
- Adjusting, Updating, Adding, and Editing Accounts in MyPlan
- How to Add New Headcount
- How to Edit a Headcount
- How to Add Multiple Employees at Once
- How to Edit Multiple New Hires at Once
- How to Add a Headcount Based on an Existing Headcount and Edit Details
- How to Add an Asset
- How to Delete a Headcount
- How to Add an Asset Not Yet Budgeted
- How to Add An Asset for a Budget Entity When the Asset Definition Does Not Exist
- How to Edit an Asset
- How to Update an Account
- Working with Templates in MyPlan
- Activity Manager
- How to Submit a Budget/Forecast
- Template Locking
- Limitations
- MyPlan User Options
- MyPlan Admin Guide
- Benefits of MyPlan
- MyPlan User Guide
- Dynamic Planning
- Dynamic Planning Overview
- Dynamic Planning User Security
- Using Aggregation Process
- SpotlightXL - Download & Installation
- SpotlightXL
- Using SpotlightXL-Analyze
- Using SpotlightXL-Report
- Cascade Reporting in SpotlightXL
- Excel Reporting in SpotlightXL
- Office Reporting in SpotlightXL
- Using SpotlightXL-Model
- Using SpotlightXL-Model Setup Subtask
- Using SpotlightXL-Model Dimensions Subtask
- How to Define a Dimension Members for a Model?
- How to Add a Dimension Member to a Generated Model?
- How to Delete a Dimension Member from a Generated and Locked Model?
- How to Lock Dimension Members
- How to Setup Data Locking?
- How to Turn Data Locking On or Off?
- How to Define Multiple Number Formats for Dimension Members in Views?
- Using SpotlightXL-Model Attributes Subtask
- Using SpotlightXL-Model Maps Subtask
- Using SpotlightXL-Model Scopes Subtask
- Using SpotlightXL-Model Formulas Subtask
- Using SpotlightXL-Model Calculation Subtask
- Using SpotlightXL-Model Data Subtask
- Using SpotlightXL-Model Import and Export Data Subtask
- Using SpotlightXL-Model Administration Subtask
- Using SpotlightXL- External Source Model Subtask
- External Source Model Process
- View Formulas in External Source Model
- External Source Model Field Types, Expressions, and Formulas
- Loading Data to External Source Models
- Support for Variables and Expressions in External Source Models
- Source Map
- Source Model
- Transferring Data from One External Source Model to Another External Source Model
- Using Filter Field Section
- Using Aggregate Functions in Maps
- Configuring Maps using Aggregate Functions - Use Cases
- Multiple External Source Model - Use Case
- Managing Access to ESMs
- Using External Source Model Functions
- Text Functions
- Numeric Functions
- Date Functions
- Logical Functions
- Step-by-Step Use Case for Forecasting Revenue Spread Over Time
- Using ESM Canvas
- ESM Formatting in SpotlightXL
- Predict Signals in DAP (Direct Access) Reports
- Using Model Design
- How-Tos
- Using SpotlightXL-Manage Task
- SpotlightXL Manage User Management Subtask
- Using Group Management
- Using Navigation Access
- Using Application Administration
- Using Metadata Download
- Using Application Settings
- Defining Default Behavior for View and Report Properties
- Defining Default Tab Color for Views and Reports
- How to Provide Calculation Access to Contributor Users?
- Running Calculations in the Background for Views and Reports
- Calculations Execution Delayed and Batched for Better Performance
- Application-Level Data Locking for Views
- Application-Level Data Locking for Reports
- Hiding Empty Folders for Views and Reports
- Indenting Dimension Members
- Using Application Statistics
- Using Audit Log
- Using Process Management
- Using Schedule Management
- Using Model Permissions
- Using Request Status
- Using Model Backup/Restore
- SpotlightXL Manage Office Reports Subtask
- Using Token Management
- Dynamic Planning How to Load an External Data Source into a Master Model (Legacy)
- Spotlight Web
- Analyze
- Report
- Model
- How to Enable the Model Menu in Planful Applications?
- How to Create a Model in the Spotlight Web?
- How to Create a Model by Copying an Existing Model in Spotlight Web?
- How to Create an External Source Model?
- Contributor and Reviewer Access in Model Manager
- Exploring the Model Interface
- Exploring More Menu Model Options
- How to Restore a Model in the Spotlight Web?
- How to Schedule a Calculation Scheduler in Spotlight Web?
- Model Artifacts Browser
- Running and Filtering Reports
- Running and Filtering Views
- Using the Dimension Browser for Hierarchy Management
- Using the Dimension Attribute Browser
- Running and Filtering Calculations
- Filtering Formulas
- Filtering Scopes
- Creating, Editing, and Filtering Maps
- Creating, Editing, and Filtering External Source Model Fields
- Creating, Editing, and Filtering External Source Model Formulas
- Filtering External Source Model Maps
- Frequently Asked Questions
- Spotlight for Google Sheets
- Using Write Back
- Direct Access to PCR Model
- Creating a Direct Access Model to PCR Model
- Metadata Dimension Security for the Scenario Dimension
- Support for PCR Attributes, Attribute Hierarchies, and Alternate Hierarchies
- Support for PCR Substitution Variables and Derived Variables
- Reporting and Analysis Primer
- Multiple POV Selections in SpotlightXL and Spotlight for Direct Connect Models
- Support for PCR Cube Default Members for System-Defined Dimensions in New Views, Formatted Reports, and Excel Reports
- Support for Drill Through in Direct Connect Models in Both SpotlightXL and Spotlight
- Information for Experienced Power and Contributor Users
- Converting a Master Model into a Direct Access to PCR Model
- Using Currency Exchange Rates in Dynamic Planning
- Using Breakback
- Dynamic Planning API Library
- Base URL
- List of Dynamic Planning SOAP APIs
- Append Attributes (Master and Analytic Models)
- Parameters
- Sample Payload for Creating or Appending Attributes With Display Labels (Without Specifying the Member-Attribute Mapping)
- Sample Payload for Updating the Member-Attribute Mapping for Previously Saved Attributes
- Sample Payload for Creating or Appending Attributes (Without Display Labels, Without Specifying the Member-Attribute Mapping)
- Sample Payload for Creating or Appending Attributes and Specifying the Member-Attribute Mapping
- Response
- Append Dimension Members (Master and Analytic Models)
- Calculation Run (Master and Analytic Models)
- Calculation Status (Master and Analytic Models)
- Clear Data (Master and Analytic Models)
- Clear Leaf Data (Master and Analytic Models)
- Export Dimension / Attribute Hierarchy (Master and Analytic Models)
- Export Leaf-Level Data (Scoped) (Master and Analytic Models)
- Load Data (Master and Analytic Models)
- Clear Data (External Source Models)
- Clear Dimension Members (Metadata) (External Source Models)
- Export Leaf-Level Data (Scoped) (External Source Models)
- Load Data (External Source Models)
- Load Dimension Members (Metadata) (External Source Models)
- Create Users and Groups (User Management)
- List Users and Groups (User Management)
- Dynamic Planning: Group Access API
- How-Tos
- How to Open a Second Instance of SpotlightXL
- How to Use Change Data Tracking
- How to Use Variables in SpotlightXL Views and Reports
- How to Cascade a Report in SpotlightXL
- How to Backup and Restore a Model in SpotlightXL
- How to Find Data Cells Quickly in SpotlightXL
- How to Lock Dimension Members in SpotlightXL
- How to Work with Folders in SpotlightXL
- How to Add a Chart to a Report in SpotlightXL
- How to Add a Leaf Level Member to a Hierarchy in SpotlightXL
- How to Add or Delete Dimensions from a Model in SpotlightXL
- How to Create a Report from a View in SpotlightXL
- How to Create a View and Specify Properties in SpotlightXL
- How to Create and Load External Source Models
- How to Create Dimensions as Attributes in SpotlightXL
- How to Define Dimension Security
- How to Define Multiple Number Formats for Dimension Members in SpotlightXL View
- How to Download Data from Structured Planning into a Dynamic Planning Model
- How to Filter Members Using Design Manager in SpotlightXL
- How to Lock a Model to Prevent Modification or Clearing In SpotlightXL and Web
- How to Lock and Unlock Scaling in SpotlightXL
- How to Lock Members in a View or Report to Prevent Modification in SpotlightXL
- How to Perform Multi-Tab Analysis in SpotlightXL
- How to Restore a Model in SpotlightXL
- How to Save Data on Attributes for Views and Reports in SpotlightXL
- How to Select Data and Member Design Manager Options to Populate Report Values
- How to Share a POV Dimension Across Models in a Report
- How to Specify Match Criteria in SpotlightXL
- How to Use Excel Formulas in SpotlightXL
- How to Use the Metadata Viewer in SpotlightXL
- How to Update a Dimension Hierarchy Without Clearing a Model
- How to Configure the Number of Invalid Login Attempts
- How to Create a Report Based on an Existing Report in SpotlightXL
- How to Create a Report Based Off Multiple Models in SpotlightXL
- How to Log Into Spotlight for Office
- How to Create Report Collections in Dynamic Planning
- How to Use ClickOnce Installer for Automatic Upgrades
- How to Schedule a Calculation in SpotlightXL
- Consolidation
- Consolidation Process Prerequisites
- Consolidation Control Panel Overview
- Consolidation Administration Overview
- Processes Overview
- Using Consolidation Process
- Using Standard Journals
- Using Recurring Journals
- Using Dynamic Journals
- How to Add a Dynamic Journal?
- How to Upload Dynamic Journals?
- How to Copy a Dynamic Journal?
- How to Edit a Dynamic Journal?
- How to Delete a Dynamic Journal?
- How to Post a Dynamic Journal?
- How to Clear Dynamic Journal Data?
- How to View Dynamic Journals at the Rollup Level?
- Setting Up Rules in Journals
- Processing Dynamic Journals and Non-Controlling Interest Outside of the Consolidation Process
- Using Non Controlling Interest
- Using Reclassifications
- Using Eliminations
- Using Validations
- Using Actual Data Load
- Entry Actions Overview
- Using Reports in Consolidation
- How-tos?
- How to Configure Retained Earnings Roll Forward?
- How to Setup for Enhanced Retained Earnings Roll Forward?
- How to Close with Consolidation?
- How to Process Consolidation With Configurable Steps?
- How to Unlock Multiple Periods in the Consolidation Process?
- How to Lock Multiple Periods in the Consolidation Process?
- How to Provide Security for Centralized Consolidation Users?
- How to Provide Security for Decentralized Consolidation Users?
- How to Disable Display of Security Option from the Consolidation Control Panel?
- How to Process Consolidation and Include or Exclude Dynamic Journals and Non-Controlling Interest?
- Frequently Asked Questions (FAQs)
- Reports
- Reports Overview
- Reports Configuration Tasks
- Report Administration Limitations
- Using Reports Home Page
- Using Report Folders
- Using Report Documents
- Understanding Report Sets
- Working with Report Collection
- How to Set Up a Report Collection?
- Setting Up the General Information in Report Collection
- Using the Reports Tab in Report Collection
- Using the Setting Tab in Report Collection
- Using the Distribution Tab in Report Collection
- Report Collection Best Practices
- Report Collection Limitations
- How to Download a Report from the Report Collection?
- Distributing a Report Collection
- How to Use Substitution Variables in Report Collection?
- Report Collection Status Information
- Working with Financial Package
- How to Set Up a Financial Package?
- Using Top Menu Options in the Financial Package
- Using Left Pane Options in the Financial Package
- Using Center Pane Options in the Financial Package
- Using the Status Bar in the Financial Package
- Understanding Financial Package Security and User Types
- How to Build and Run a Financial Package Report?
- Working with Different File Types in Financial Package
- Working with PowerPoint Files in Financial Package
- Working with Excel Files in Financial Package
- Financial Package Best Practices
- Understanding Dynamic Reports
- How to Set Up a Dynamic Report?
- Setting Up Header & Footer in Dynamic Reports
- Setting Up Page, Row, & Column in Dynamic Reports
- Setting up Dimension Members in Dynamic Reports
- Using Dimension Member Pick List in Dynamic Reports
- Locking Dimension Members in Dynamic Reports
- Integrating Dynamic Reports with Financial Package Publisher
- Working with Dynamic Reports
- Formatting a Report at Cell Level
- Using Formulas in a Report
- Using Grid Actions in Dynamic Reports
- Using Other Setting in Dynamic Reports
- Using Drill Through in Dynamic Reports
- How to Set Up Substitution Variables in Dynamic Reports?
- Using Quick Functions in Dynamic Reports
- Making an Attribute Available for Dynamic Reporting
- How to Build and Run a Dynamic Report?
- Example of Building a Dynamic Report
- Enhanced Drill Through in Dynamic Reports
- Drilling Through to Translations and Transactions
- Drilling Through to Planning and Capital Template Data
- How to Drill Through to Template Data?
- Drilling Through Reporting on Preloaded and Forecast Scenarios
- Drilling Through Reporting on Closed Period
- Drilling Through Reporting on WFP Data
- Drilling Through Reporting on GL Data
- Drilling Through Reporting on Consolidation Data
- Viewing Code, Name, or Label in Dynamic Report Drill Through
- Understanding Shared Mode Data in Drill Through
- Viewing Operational Planning Notes in Drill Through Report
- Using Save and Reset Settings in Drill Through Report
- Disabling Drill-Through Functionality
- Understanding Drill Down and Drill Through in Dynamic Reports
- Viewing Template Notes in Dynamic Reports
- Dynamic Commentary in Reports
- Displaying Currency in Dynamic Reports
- Understanding Automatic Data Refresh
- Printing Dynamic Reports
- Exporting Dynamic Reports Output in Unprotected View
- Viewing History from Reports
- Dynamic Reports Use Case
- Dynamic Reports - How Tos
- Dynamic Reports Best Practices
- Reporting Cube Configuration Limitations
- How-tos?
- Workforce Reporting
- Dashboards
- Dashboards User Guide
- Using Dashboards
- Dashboard Designer
- How to Add Dimensions to Each Chart Axis?
- Using Substitution Variables for Chart Titles, SubTitles, and Axis Name
- How to Share a Dashboard?
- How to Upload a Thumbnail?
- How to Define Custom Members on a Chart?
- How to Use a Stacked Column Chart in Combination Charts?
- Dashboard is Supported on iOS Mobile Devices
- Changing the Chart Type
- Adding Tables and Text to a Dashboard
- How to Apply a Percentage Calculation for a Dimension or Dimension Combination?
- How to Alter Default Chart Settings?
- Using Consider Absolute Value Denominator Option for KPI Chart
- Using Dynamic Planning Data in a Dashboard
- Using Dynamic Report Chart in Dashboards
- Using Filters in Dashboards
- Customizing Color Schemes in Dashboard Charts
- How to Build a Workforce Dashboard?
- How To Set Dashboards As Your Homepage?
- Viewing History from Dashboards
- Dashboards Administration Guide
- How to Provide Users with Navigation Access to Dashboards?
- Working with Dashboards Reporting Area
- Understanding Dashboards Dimension Security
- How to Apply Scenario Security in Dashboards?
- How to Copy Budget Entity Security to Report Security?
- Using Substitution Variables in Dashboards
- Pre-Defined Custom Members/Formulas in Dashboards
- Sharing Dashboards
- Differentiating Edit Versus View Access to Dashboards
- Differentiating Dashboards Versus Dynamic Reports
- Validating Dashboard Updates
- Recommended Dashboards Screen Resolution
- Auditing Dashboards
- Best Practices for Dashboards Administration
- Dashboards User Guide
- Planful AI Assistant
- Predict
- Budget Manager Experience
- Maintenance
- Administration
- Managing User & Roles
- Configuring Security Options
- Setting Up Add-In Security
- Setting Up Approval Roles
- Setting Up Consolidation Security from User & Role Management
- Setting Up Data Integration Security
- Setting Up Dimension Security
- Managing Reports Access
- Assigning Scenario Access to a User
- Providing Workforce Reporting Access
- Securing Reports and Data
- Configuring Offline Planning
- User Access/Security Overview
- How-Tos
- Configuring Security Options
- Scenario Setup Overview
- Add Scenario
- How Tos
- How to Delete a Scenario?
- How to Delete a Template from a Locked Scenario?
- How to Copy a Scenario?
- How to Forward a Scenario?
- How to Lock/Unlock a Scenario?
- How to Refresh Closed Period Data?
- How to Refresh Preloaded Data?
- How to Reset a Scenario?
- How to Perform Scenario Maintenance?
- How to Manage User Scenario Access?
- How to Upload a Document to a Scenario?
- How to Export the Seeding Exception Report for a Plan Scenario?
- How to Print the Scenario List?
- How to Update the Scenario Print Settings?
- How to Export the Scenario List in Excel Format?
- How to Remove Closed Periods YTD Data from Forecast Reports?
- How to Roll Forward a Scenario?
- Scenario Locking for Shared Mode Enabled Applications
- Inputting Global Field Values
- Securing Scenarios
- Understanding Security Administration
- Configuration Tasks Overview
- General Financial Configuration
- Configuring Ivy
- Define Capital Budgeting Criteria
- Define Workforce Planning Budgeting Criteria
- Data Integration Configuration
- Define Login Restrictions
- MyPlan Account Mapping
- Define Reporting Areas
- Configuring Consolidation
- Workflow Configuration
- Configuring Planful Predict
- Configuring Workdays Setup
- Cloud Scheduler Overview
- Understanding Job Manager
- Understanding Process Flow
- Understanding Job Manager
- Using Customize Branding
- MyPlan Configuration
- Comments Manager Overview
- What is the difference between Structured Planning and Dynamic Planning?
- Frequently Asked Questions (FAQs)
- Managing User & Roles
- Multi-Currency
- Hierarchy Management Overview
- Hierarchy Management Interface Overview
- Creating and Managing Additional Finance Hierarchies
- Adding Report Categories
- Setting Up Attributes for Attribute Hierarchies
- Understanding Best Practices - Finance Hierarchies
- Understanding Reporting Members and Calculated Members
- Setting Up an Attribute Hierarchy
- Configuring OLAP Cube
- Understanding Example of How to Use Attributes
- Adding Another Level to Your Attribute Hierarchy
- Reflecting New Attribute Levels in Reports
- Setting Up An Attribute Used in Reporting and Enabling Drill Down to Dimension Member
- Mapping and Unmapping Workforce Planning Default Measures for Reporting Purposes
- Understanding Best Practices - Attribute Hierarchies
- Setting Up an Alternate Hierarchy
- Setting Up a Dated Hierarchy
- Entity Hierarchy Overview
- Sibling Hierarchies - Multiple Set of Books Overview
- Versioned Hierarchy Management in Dynamic Planning
- Exploring Additional Hierarchy Topics
- How-Tos
- Exploring the Frequently Asked Questions (FAQs) for Hierarchies
- Planning Templates Overview
- Using Global Fields
- Adding Attributes
- Line Item Category Overview
- Template Setup Overview
- Template List Overview
- Adding Template Overview
- Designing Templates
- Understanding Mapping Options on the Template List Page
- Setting Up Spreads
- Planning Template Design Best Practices
- How-Tos
- Template List Overview
- Workforce Overview
- Workforce Planning Setup Overview
- Employees Overview
- How-Tos
- Adding a Profile Picture to Employee Profile
- Managing Employee Information Using the Reports Option
- Applying Mass Updates to Employees
- Using Customize Roster to Add Compensation Items
- Changing Budget Raise Percentage
- Employee Positions Outside of the Current Budget Cycle
- Automated Employee Processing
- Performance Statistics of Employee Page or Employees Tab
- Calculating Budget Review Date and Current Review Date
- Pop-up Message Introduced across all the windows in Workforce Planning Setup
- Copying the Employees from One Scenario to Another
- Exploring Use Cases on How to Update Several Employees at Once
- Creating a Duplicate Employee
- How-Tos
- Compensation Groups Overview
- Compensation Items Overview
- Compensation Basis Overview
- Understanding of Wages
- Understanding of Wages with Annual Cap
- Understanding Fixed Amount
- Understanding Fixed Amount per FTE
- Understanding Fixed Amount based on Employee Attribute
- Understanding Tiers on Employee Attribute - Value in Wages
- Understanding Profit Sharing Setup Example with Multiple Caps And Different Percentages
- Understanding Marginal Benefit Calculation Setup Examples
- Understanding Situations When You Can't Edit a Compensation Item
- Understanding Pre-built Calculation Basis
- Understanding the Link to Global Fields Option
- How-Tos
- How to View the Compensation Items in a Workforce Planning Budget Report?
- How to Set Up 401K Match?
- How to Copy all Compensation Items and Rates from One Scenario to Another?
- How to Input Data Using the Direct Data Input Compensation Item?
- How to Lock Compensation Items to Prevent Modification?
- How Changes to Compensation Items Affect Running Scenarios?
- How to Select Compensation Items for Calculating Wages?
- How to Update Compensation Items Loaded via a Data Load Rule?
- How to Make the Bonus Expense Calculation Variable?
- Compensation Basis Overview
- Employee Types Overview
- Pay Plans Overview
- Workforce Attributes Overview
- Employees Overview
- Using Export Employee Data
- Workforce Planning Data Load Rules
- Frequently Asked Questions (FAQs)
- Workforce Planning Setup Overview
- Capital Planning Overview
- Rules
- Data Integration
- Loading Data With Actual Data Templates
- Setting Up Translations
- Guide to Export Data Setup and Export Data
- Setting Up Transaction Details
- DLR
- Creating and Managing Data Load Rules (DLR)
- Data Load Rules - Field Explanation
- Understanding Data Load Rule List
- Understanding New Data Load Rule
- Understanding Select Sample Input File
- Define Overall Rule Settings
- Understanding Load Item - Segment Hierarchies for Define Overall Rule Settings
- Understanding Load Item - Data for Define Overall Rule Settings
- Understanding Load Item - Data for Attributes and Attribute Hierarchies
- Understanding Load Item - Data for Entity Hierarchies
- Understanding Load Item - Data for User Load
- Understanding Load Item - Data for Workforce Planning
- Understanding Load Item - Data for Currency Exchange Rates
- Understanding Define Data Mappings
- Understanding Manipulate Input File
- Understanding Load Data
- Processing of Data Load Rules - Scenario Locking
- Converting a DLR Type
- How to Add an Integration Service Process?
- Understanding Clear Data
- How to Clear Data in Finance?
- Workforce - Clear Data
- How to Clear Data for Specified Time Periods?
- How to Preview Data for Specified Time Periods?
- How to Export Data for Specified Time Periods?
- How to Preview Data for Specified Home Budget Entity?
- How to Export Data for Specified Home Budget Entity?
- How to Preview Data for Specified Segment Combination?
- How to Delete Data Using the Specified Segment Combination?
- How to Preview Data for Specified Employee and Position?
- How to Delete Data Using the Specified Employee and Position?
- How to Export Data Using the Specified Employee and Position?
- How to Load Zeros Through Data Load Rules to Reflect in a Template?
- Using Data Calculation Exceptions
- Additional Topics
- API Library
- Data Import
- Data Export
- API Compliance
- Client Application Platforms
- API Access Keys
- API Calls - Overview
- Objects
- Platform SOAP APIs
- Login API
- GetSessionId API
- GetVersion API
- GetAllCurrencies API
- GetAllCurrencyTypes API
- Logout API
- User Management
- Dimension Security Update API
- Structured Planning APIs
- Reports SOAP APIs
- Best Practices and Tips
- Enumerations
- Planful API Library
- Report Administration
- Using Application Audit
- Administration
- Release Updates
- 2025 Release Notes
- 2024 Release Notes
- December 2024 Release Notes
- November 2024 Release Notes
- October 2024 Release Notes
- September 2024 Release Notes
- August 2024 Release Notes
- July 2024 Release Notes
- June 2024 Release Notes
- May 2024 Release Notes
- April 2024 Release Notes
- March 2024 Release Notes
- February 2024 Release Notes
- January 2024 Release Notes
- Product Summary 2024
- 2023 Release Notes
- 2022 Release Notes
- 2021 Release Notes
- 2020 Release Notes
- 2019 Release Notes
- 2018 Release Notes
- 2017 Release Notes
- December 17 Maintenance Release
- 2.3.1 Modeling Release Notes, December
- Fall 17 Release Notes
- 2.3 Modeling Release Notes, November
- October 17 Maintenance Release
- 2.2.2 Modeling Release Notes, October
- September 17 Maintenance Release
- Summer 17 Release Notes
- 2.1.2.2 Modeling Release Notes, July/August
- July 17 Release Notes
- 2.1.2 Modeling Release Notes, July
- June 17 Release Notes
- 2.1.1 Modeling Release Notes, June
- Spring 17 Release Notes
- April 17 Release Notes
- 2.0.2 Modeling Release Notes, April
- March 17 Release Notes
- 2.0.1 Modeling Release Notes, March
- Winter 17 Release Notes
- 2.0 Modeling Release Notes, February
- January 17 Release Notes
- 1.9.2 Modeling Release Notes, January
- 2016 Release Notes
- Planning/Consolidation/Reporting December 16 Release Notes
- 1.9.1 Modeling Release Notes, December
- Planning/Consolidation/Reporting Fall 16 Release Notes
- 1.9 Modeling Release Notes, November
- Planning/Consolidation/Reporting October 16 Release Notes
- 1.8.2 Modeling Release Notes, October
- Planning/Consolidation/Reporting September 16 Release Notes
- 1.8.1 Modeling Release Notes, September
- Planning/Consolidation/Reporting Summer 16 Release Notes
- 1.8 Modeling Release Notes, August
- Planning/Consolidation/Reporting July 16 Maintenance Release
- 1.7.2 Modeling Release Notes, July
- Planning/Consolidation/Reporting June 16 Maintenance Release
- 1.7.1 Modeling Release Notes, June
- Planning/Consolidation/Reporting Spring 16 Feature Release
- 1.7 Modeling Release Notes, May
- Planning/Consolidation/Reporting April 16 Maintenance Release
- 1.6.2 Modeling Release Notes, April
- Planning/Consolidation/Reporting March 16 Maintenance Release
- 1.6.1 Modeling Release Notes, March
- Planning/Consolidation/Reporting Winter16 Release
- 1.6 Modeling Release Notes, February
- Planning/Consolidation/Reporting January 16 Maintenance Release
- Enhancements to Application Behavior
- 1.5.2 Modeling Release Notes, January
- Additional Resources
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23.3 Release Notes
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Budget Manager Experience: Enhanced Home Page
Budget Manager Experience now has a revamped and improved home page for better templates and reports accessibility. Budget managers can now use the Recent Items and Planning panes to seamlessly access templates or reports.
Read More...
With this release, we have enhanced the home page of Budget Manager Experience. The improved home page now has two additional panes other than the Action Items pane. The new panes are as follows:
- Recent Items
- Planning
Recent Items
The Recent Items pane displays the list of templates (GTSC or WFP) and dynamic reports budget managers accessed recently. The list shows the most recently accessed template or report on the top, and the rest follows similar sorting order. This feature helps budget managers quickly access the template they opened recently and finish any pending action items or any other tasks.
When a budget manager opens a template from Recent Items, the application displays the template view that the budget manager accessed in that template previously.
Planning
The Planning pane displays the list of templates (GTSC) that the budget manager can access. Budget managers need not wait for any invite email or link to access the required template, as this pane displays all the templates they can access. They can open any listed template and update the data if needed.
Budget managers can also select a scenario and budget entity from their respective drop-downs, view the list of templates based on the selected combination in this pane and open the required template. When a budget manager opens a template from the Planning pane, the application displays the template only in Default View.
Budget managers cannot close action items when opening templates from the Planning pane. The only exception is when a template has an action item in the Default View. If a budget manager opens that template from the Planning pane and clicks I’m Done after updating it, the action item will move to the completed state. The action item will remain open if it is with any view other than the Default View of a template and the budget manager opens that template from the Planning pane.
For example, the following screenshot has an action item on Canvas Template with Default View, and the Planning pane also lists the same template. If the budget manager opens the Canvas Template from the Planning pane and clicks I'm Done after updating it, the Canvas Template action item will move to the completed state.
If the Canvas Template action item had a different View, the action item would have remained unaffected.
Announcements
Budget managers can also view any announcements admins make at the top of the revamped dashboard in the Announcements section. This section only displays the most recent announcement if there are multiple broadcasted messages.
To know more about Budget Manager Experience, click here.
Structured Planning: New Copy Employees Feature
Now, seamlessly copy employee(s) from one scenario to another using the new Copy Employees feature, reducing manual effort and errors.
Read More...
With this release, we have introduced a new Copy Employees feature where you can seamlessly copy the employee(s) from one scenario to another. This reduces the hours of manual effort and minimizes manual errors, thus improving accuracy.
Let's understand this with an example:
You all know that budget approval is a long and tedious process. By the time the budget scenario with the existing headcount gets approved, you can anticipate many changes such as TBH and TBH filled in the current scenario. For example, let’s say a few new resources are hired in the current budgeting season. Now, you need to manually adjust the difference between the budget and headcount scenario by adding the new hires, which is a time-consuming task. The Copy Employees feature helps you to add the new employees’ information to the existing scenario, saving you effort and hassle.
In Practice: To copy the employees from one scenario to another scenario
- Navigate to the Planning Control Panel. Select a Scenario > Budget entity and the HR - Workforce Planning template.
- Click Input in the right pane.
You must have the input permission to the template to access the copy employees feature.
- Select the number of employees you wish to copy by clicking the little check box associated with the Employee Number and click the Copy Employees option on the header.
You will see the Copy Employees pop-up on the screen.
- The Copy Employees option appears after you select the employees.
- The maximum number of employees you can select at one time is 10.
- Optionally, you can use the Advanced Search option to make your search easier. Click the option, enter the search criteria, and click Apply to narrow down the search results.
- Select the target scenario from the Select Target Scenario drop-down list and click Copy.
You will not be able to perform the copy into the locked scenarios or default scenarios.
You will see the Copy Employee Status pop-up on the screen.
- When the employees are successfully copied, you will see a notification, and if the copy process fails, you can download the report to view the error details of the failed records.
Now let’s see the criteria that help to execute the copy employees option successfully.
You should ensure that the metadata of an employee, such as Employee Types, Compensation items, and Workforce Attributes definition, must be identical in the source and target scenarios.
You should have access not only to the source scenario but also to the target scenario.
For example, the 2022 Plan is your source scenario, and the 2023 Plan is your target scenario, to which you do not have access. So now, when you copy employees from the 2022 Plan to the 2023 Plan, you cannot see the 2023 Plan listed in the Select Target Scenario drop-down list of the Copy Employees pop-up.You should have access to the budget entity mapped to the template in the target scenario. For example, you want to copy an employee record mapped to a budget entity, CANADA SALES, to the target scenario. So the copy will be successful only if you have access to this budget entity, i.e., CANADA SALES in the target scenario. You should also check that the budget entity mapped in the source scenario is mapped to the target scenario. For example, Christine is an employee, and her budget entity is mapped to CANADA SALES, and you want to copy this employee record from the 2022 Plan to the 2023 Plan. So, the copy will be successful only when the same budget entity, CANADA SALES, is mapped to the template in the target scenario.
The position description definition is unique per employee record. If an employee has multiple records with different position descriptions and you want to copy all the position records to the target scenario, then you must select all the records. You can also select one position record if you want to copy from source to target.
For example, Christine from the sales team has two designations, West Sales Manager and Sales Admin, and she has two different records with different position descriptions. So now you must select both records to copy.
Once you successfully copy from source to target, you can track all the records in the Audit log. Every single record that has been copied successfully can be seen in this log.
Notes to Remember
Let's see the use cases of when the copy employees option shows an error and how the metadata should be configured to copy successfully. We'll also look at how the copy employees option performs for some of the metadata.
Use case 1: Employee TypeWhen copying, all the definitions in the source scenario, such as Employee Type Code, Employee Type Name, and even the Compensation Items mapped to the employee type, must also be the same in the target scenario.
For example, if one of the compensation items in the below screenshot, Salaries Full time, is mapped to the employee type in the source and not to the compensation items of the employee type in the target, then the copy fails.
To ensure that the copy process is successful, it is always recommended to check that the compensation items mapped to an employee in the source are identical in the target scenario.
If they are available, the definitions of the General information, Compensation Basis, and Settings in the compensation items must also be the same and if they are not identical, the copy fails.
In the Compensation Basis, all definitions should be the same in both source and target. But there are some exceptions to this. For example, in the below screenshot, all the definitions must be the same except for the values defined in Amount. This is because the values defined in the Amount per Month for components in the Health Insurance Package can vary from source to target scenarios. So when you copy, it does not fail.
The Workforce Attributes' definitions should be identical in the source and target scenarios.
Let’s say there is a compensation item associated with a workforce attribute to it. To successfully copy the attribute to the target scenario, the definition of the attribute must be the same in the source and the target scenario. Any mismatch will show an error. For example, the copy will be successful only if the below Attribute Name in the source is the same in the target scenario.

Use case 4: Allocations
Let’s see how the copy employee feature performs when copying the allocations between the source and the target scenarios.
For Non-periodic allocations:
In this process, the allocations from the source scenario are directly copied to the target scenario.
For Periodic allocations with overlapping time frames:
When copying allocations from the source to the target scenarios with overlapping time frames, it copies the values for the overlapped years. For the remaining year, it copies the allocation from the previous year. Consequently, you must manually update values for all copied employees in that remaining year in the target.
Let’s understand this with an example:
You want to copy Michael's allowances from the source scenario (2018 - 2022) to the target scenario (2019 - 2023). So, when you copy, the allowances from the overlapping period (2019 - 2022) are copied to the target. Since 2023 is the additional year, the allowance from 2022 will be copied to 2023, as shown below.
Source | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|
Allowances | 1000 | 1200 | 1300 | 1400 | 1500 |
Target | 2019 | 2020 | 2021 | 2022 | 2023 |
Allowances | 1200 | 1300 | 1400 | 1500 | 1500 |
For Periodic allocations with no overlapping time frames:
When copying allocations from one scenario to another with no overlapping time frames, it copies and extends the values from the source to the target scenario. Consequently, you must manually update these values for all the employee records you copied into the target scenario.
Let’s understand this with an example to see how the copy happens when copying to a past-year scenario:
You want to copy Michael's allowances from the source scenario (2022 to 2026) to the target scenario (2017 to 2021). So, when you copy, the allowances from the sources year, 2022, will be copied to 2017 and extended to all the years (2018 - 2021) in the target scenario.
Source | 2022 | 2023 | 2024 | 2025 | 2026 |
---|---|---|---|---|---|
Allowances | 1000 | 1200 | 1300 | 1400 | 1500 |
Target | 2017 | 2018 | 2019 | 2020 | 2021 |
Allowances | 1000 | 1000 | 1000 | 1000 | 1000 |
Similarly, let’s understand with an example to see how the copy happens when copying to a future-year scenario:
You want to copy Michael’s allowances from a source scenario (2017 to 2021) to a future budget scenario (2022 - 2026). So when you copy, the allowances from the sources year, 2021, will be copied to 2022 and extended to all the years (2023 - 2026) in the target scenario.
Source | 2017 | 2018 | 2019 | 2020 | 2021 |
---|---|---|---|---|---|
Allowances | 1000 | 1200 | 1300 | 1400 | 1500 |
Target | 2022 | 2023 | 2024 | 2025 | 2026 |
Allowances | 1500 | 1500 | 1500 | 1500 | 1500 |
The Copy Employees feature works similarly for the I/P Compensation and Compensations Varying Annually when you copy from the source to the target scenarios.
Consolidation: Define Exchange Rates for Multiple Currency and Currency Types
Now define exchange rates for multiple currencies and currency types and customize the display of exchange rates on the screen.
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With this release, you can define exchange rates for multiple currencies and currency types on the Currency Exchange Rates screen. You can customize the display of exchange rates with the new Customized view option. Previously, you could not define exchange rates for multiple currencies on the Currency Exchange Rates screen.
This feature helps you define exchange rates for multiple currencies in a single transaction and use the customized selection to ease the export and import of exchange rates.
You can also export the selected exchange rates for currency and currency types with the new Export Selected option or export all the exchange rates on the screen. Use the Customized view to view your customized selection or the default exchange rates on the screen and import them for other scenarios.
In Practice: How to export the customized selection of Exchange Rates
- Navigate to Maintenance> Exchange Rates> Currency Exchange Rate tab.
- Select the Default view to load all Exchange Rates or Customized view to load the previous currency and currency types combination on the screen.
- Select the Scenario, Currency, Currency Types, Year, and select the Apply Currency Conversion checkbox.
- Click the Excel icon from the menu bar.
- Select the Export Selected option from the drop-down list or select the Export All option to export all the exchange rates.
- Edit the file and save it.
- Select the Import option from the excel icon drop-down list. Import Exchange Rates pop-up will appear.
- Upload the edited excel file and click Submit.
- You will receive an email notification once the import is successful.
Consolidation: View Dynamic Journals at the Rollup Level
You can now view and post dynamic journals at the rollup level.
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With this release, users having access to all companies can view and post Dynamic Journals at the rollup level. Previously, there was no way for the users to view Dynamic Journals at the rollup level. Now, users can view and post Dynamic Journals for companies grouped together. Also, it facilitates the display of Dynamic Journals at the rollup level instead of viewing them at the company level.
In Practice: View Dynamic Journals at the Rollup level
- Navigate to Consolidation Control Panel> Dynamic journals.
- Select Period and Entity.
- Now, you can select the rollup level companies and post Dynamic Journals.
Consolidation: Enhanced Consolidation Process to Unlock Multiple Periods
With the enhanced Consolidation Status, unlock multiple periods with a single click!
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With this release, you can unlock multiple periods in Consolidation Process with a single click. Previously, for every new company created, you had to do the tedious task of selecting each period to unlock them. This enhancement eliminates the manual clicks needed to unlock each period and makes this process simple and less time-consuming.
From the new Unlock Month window, you can quickly select the periods you want to unlock and use the Unlock button to complete the unlocking process.
In Practice: How to unlock multiple periods in Consolidation Process
- Navigate to Consolidation Control Panel> Consolidation Process.
- Select the required Scenario, Period, and Entity.
- The selected entity appears with periods.
- Select any period and click Unlock.
- The Unlock Month window appears.
- Select the required period From the calendar icon, and click Unlock.
- The selected periods are unlocked.
Consolidation: Cloud Scheduler for Standard Journals
You can now schedule the standard journal entry to post at a particular time using the new cloud scheduler!
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With this release, the Cloud Scheduler feature is now available for Standard Journals. You can schedule to post the Standard Journals on a specific day or time using the Cloud Scheduler feature. Unlike before, scheduling and automating the Standard Journals posting process avoids delays caused by manual posting.
With Cloud scheduler for Standard Journals, the application will automatically post the journals based on the scheduled time, adding convenience and consistency to the existing posting process.
Predict: Introduced Legend Panel in Reports and Templates
Predict Signals now gets a color-coded Legend Panel in Dynamic Reports and Templates. Each color code represents the following categories: High, Medium, Low, and Insufficient History.
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With this release, we have introduced a Legend Panel that displays color codes for signals in Dynamic Reports and Templates. The color codes for the signals are Red (High-Risk), Orange (Medium-Risk), Cyan (Low-Risk), and Blue (Insufficient History). To highlight a category, unselect the unwanted categories in the legend panel.
Let's understand this with an example:
User Kate wants to resolve only High-Risk signal cells from a report. With this feature, Kate can easily unselect other categories from the Legend panel and highlight only High-Risk cells marked in red. She can now select the highlighted rows and click Resolve Signals to resolve only those rows. This feature will help users like Kate in resolving Signals more efficiently.
In Practice: Viewing the Legend Panel in Templates
- Open a template.
- Click Predict> Check All Lines option from the top menu bar.
The application displays color-coded signals along with the Legend panel at the bottom of the screen. - You can use the Legend panel to highlight the required signal category.
- If you want to hide the legend panel, click the Hide button in the legend panel, or click the Predict > Hide Legend option from the top menu bar.
- If you want to view the legend panel after hiding it, click the Predict > Show Legend option from the top menu bar.
Predict: Signals for All Lines in Dynamic Reports
With this release, we have shifted the guard rails for Signals generation in Dynamic Reports from Cell level to Line Count. The Signals for All Lines option will now be available on reports with 100 lines or less. For larger reports, you can use the Signals for Selected Lines option as before.
Table of contents
- Budget Manager Experience: Enhanced Home Page
- Structured Planning: New Copy Employees Feature
- Consolidation: Define Exchange Rates for Multiple Currency and Currency Types
- Consolidation: View Dynamic Journals at the Rollup Level
- Consolidation: Enhanced Consolidation Process to Unlock Multiple Periods
- Consolidation: Cloud Scheduler for Standard Journals
- Predict: Introduced Legend Panel in Reports and Templates
- Predict: Signals for All Lines in Dynamic Reports